How to create a multi-step form

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You will learn

Learn how to create a multi-step form to collect information in smaller steps so shoppers are less intimidated by input fields and more likely to subscribe. 

Head to our guide about Multi-Step Forms to learn about multi-step form use cases and best practices in our guide 

Create a multi-step sign-up form

To begin, head to the Sign-up forms tab. You can either create a form from scratch or use a template from the form library. Any form type (i.e., popup, flyout, full-page, or embed) can have multiple steps.

  • Use a template from the form library
    Filter the form library to “Email & Numbers” to find the templates that include multiple steps by default. Multi-sep forms that collect email and SMS consent on different steps will prompt you to choose a list for each. We recommend choosing 2 different lists as best practice for keeping track of list growth and customer messaging preferences.

  • Build a form from scratch
    If you build your form from scratch, limit the number of fields on your first step. We recommend using the first step of your form to collect subscribers for your primary marketing channel, whether that’s email or SMS.

Add additional steps

Once you’ve built the first page of your sign-up form, click Add Step. Select the type of step you’d like to add: 

  • SMS Opt-in
    Collect SMS consent
  • Profile Information
    Ask some questions to learn more about your new subscriber (e.g., their birthday, name, or interests) 
  • Blank Step
    Start from scratch with a blank slate 

If you haven’t set up SMS yet, you'll be prompted to set up SMS before publishing your form. Learn how to get started with SMS. 

Once you’ve added a new step, add and edit fields as needed. Learn more about the types of fields you can add in our guide to understanding form blocks and fields

You can add up to 4 steps to your form, in addition to the optional success message.

If your form’s first page collects profile properties, but doesn’t collect an email or phone number, Klaviyo will store the information until the visitor adds either an email or phone number. If an email or phone number is never provided, the information will not be added to a Klaviyo profile. Klaviyo is not able to track anonymous visitors. 

A/B testing and multi-step forms

Multi-step forms can be used in a forms A/B test, just like a single-step form. Consider testing the performance of a single-step form versus a multi-step form to better understand what works best for your audience. 

Rename, clone, delete, or reorder a step

Use the additional options menu next to a step’s name to rename, clone, or delete a step. Forms must have at least 1 step (other than the success message), so if you only have 1 step in your form, you won’t be able to delete it. 

Click the 3-dots next to any step to see options to rename, close, or delete the step.

To change the order in which steps appear, drag the step name to the position where you’d like it to appear. 

Styles and multi-step forms

Any styles set in the Styles section of your form will apply to all form steps. If you update your form’s styles, the updates will apply across all existing steps of your form, as well as steps you add in the future. 

To adjust the appearance of particular elements within your form, click on a block. The style settings for that block will appear on the left for you to edit. 

Publish your form

Once you’ve built and designed your form and are ready to publish, click Publish Changes and note that the status indicator updates to Live. If you make future edits to any pages, the status will update to Editing, and the new edits will not appear on your site until you publish them. 

After publishing your form, you can review its performance at any time. Learn more about sign-up form analytics.

Additional resources

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